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By Kevin Lings Stats SA have released the retail sales data for November 2007. According to this latest survey, retail sales rose by a very modest 0.2%y/y in real terms in November. This compares with a 1.9%y/y in October and 1.7%y/y in September. The market was expecting a decline of 0.4%y/y, but [...] More on this topic (What's this?) Food Prices: Here's the Real Story (Money Morning, 5/4/12) Agricultural Stocks: Fatten Up Your Portfolio on Food Price Inflation (Money Morning, 4/19/12) The Hunger Games: How Gold and Silver Will Save You From Soaring Food Prices (the Underground Investor, 3/29/12)
This regular weekly article highlights some thought-provoking news items and quotes from market commentators during the past week, and briefly reviews the week’s market action on the basis of economic statistics and a performance chart. [...]
By Jeremy Gardiner Before we delve into what surprises may lurk during the “Year of the Rat” it is important to reflect on what was delivered by “the Year of the Pig”. “The Pig” proved to be a year of many surprises. As the beginning of 2007 dawned, many of the [...]
By Shaun le Roux This time last year the stock market was bullet proof. We were focusing a lot of our attention on trying to persuade clients to tone down their one- to two-year expectations from equity markets. Yet, at a point in October 2007, the JSE All Share was trading [...] More on this topic (What's this?) Equity markets not yet expensive enough to lure most retail investors (morph366, 3/25/12) Figuring Out Value Using Book Value of Equity Per Share (BVEPS) (Investing School, 1/27/12) Utilizing the RENO Process, Part II: Four Types of Equity (Mercenary Trader, 2/13/12) | ||||||||||||||||||||||||||||||||||
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